Artisan Mid Cap Fund
APHMX
NASDAQ45.56
USD
-0.44
- -
Artisan Mid Cap Fund
APHMX
(NASDAQ)
Recent
price
45.56
P/E
ratio
- -
div
yld
- -
ROIC.AI
Capital Structure
FRC
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in mil. unless spec.Working Capital
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in mil. unless spec.Growth Rates
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.- Similar Companies
- Business
- Artisan Mid Cap Fund (APHMX) is an institutional class mutual fund managed by Artisan Partners Asset Management Inc., a global investment management firm focused on equity strategies across various market capitalizations; the fund seeks maximum long-term capital growth by investing primarily in common stocks of medium-sized companies, defined as those with market capitalizations greater than the smallest company in the Russell Midcap Index and less than three times the weighted average market capitalization of companies in the index. Under normal circumstances, the fund allocates no less than 80% of its net assets plus any borrowings for investment purposes to these common stocks, maintaining a weighted average market capitalization of not more than 1.5 times that of the Russell Midcap Index or Russell Midcap Growth Index, whichever is greater; it may invest up to 15% of total assets in common stocks and other securities of non-US companies, including those in developed, emerging, and less developed markets via depositary receipts. The fund targets sophisticated institutional and individual investors through separate accounts, mutual funds, and intermediary channels, with a total expense ratio of approximately 0.95-0.96% and a minimum investment of $1,000,000 for institutional shares. Artisan Partners Asset Management Inc., founded in 1994 and headquartered in Milwaukee, Wisconsin, oversees the fund as part of its broader platform offering high value-added investment strategies in growing asset classes, including growth and value equity, fixed income, and alternatives; the firm operates globally with offices in the United States (including Atlanta, New York City, San Francisco, and Leawood), as well as Dublin, Hong Kong, London, Singapore, and Sydney. In recent developments, Artisan Partners has pursued strategic expansion into alternative investments, notably announcing in November 2025 the acquisition of Grandview Property Partners, a private real estate firm managing approximately $940 million in institutional assets focused on industrial, residential, and powered-land opportunities across the United States, marking the firm's entry into private real estate and adding over 14 million square feet of properties to its platform; this move supports ongoing assets under management growth to around $182.6 billion as of late 2025, driven by strength in equity and credit strategies. The Artisan Mid Cap Fund itself reported solid third-quarter 2025 performance with an 8.83% return for its institutional class amid robust global equity markets, reflecting portfolio adjustments such as exiting positions in Atlassian Corporation and LPL Financial Holdings while acquiring stakes in ServiceTitan.